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When recording information it’s useful to consider the following
checklist:

Basic information: Time date location, student's name

Manner of approach, i.e. did the student directly seek you out or
did you notice a potential need in them and make the approach

What you said to the student about confidentiality

What the student told you

What you advised the student to do

What if any action you promised the student you would take

A note of the action you took and its outcomes

What other colleagues are now involved as a result

What if any follow-up is needed

At a later date you may come back to the original recording you made
and note any updates that you have taken as a result of the original
interaction. Recording in this manner ensures that the vital pieces of
the support jigsaw are accessible should they be needed at a later
date.

Following these principles can help us to safely support students
within the limits of our professional role, while ensuring they know
about and can access support from other departments in the
university.

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